Shira Ridge Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Hold |
1,397
| – | – | 0.36% | 39 |
|
|
2025
Q1 | $718K | Sell |
1,397
-19
| -1% | -$9.76K | 0.36% | 40 |
|
|
2024
Q4 | $763K | Sell |
1,416
-8
| -0.6% | -$4.31K | 0.37% | 40 |
|
|
2024
Q3 | $751K | Hold |
1,424
| – | – | 0.38% | 42 |
|
|
2024
Q2 | $712K | Sell |
1,424
-165
| -10% | -$82.5K | 0.4% | 42 |
|
|
2024
Q1 | $764K | Buy |
1,589
+133
| +9% | +$63.9K | 0.44% | 38 |
|
|
2023
Q4 | $636K | Buy |
1,456
+70
| +5% | +$30.6K | 0.38% | 45 |
|
|
2023
Q3 | $544K | Hold |
1,386
| – | – | 0.36% | 44 |
|
|
2023
Q2 | $564K | Hold |
1,386
| – | – | 0.35% | 42 |
|
|
2023
Q1 | $521K | Buy |
1,386
+104
| +8% | +$39.1K | 0.34% | 42 |
|
|
2022
Q4 | $450K | Buy |
+1,282
| New | +$450K | 0.31% | 45 |
|